About this role
Serve as the primary technical liaison to deploy AI solutions within accounting, tax, and audit firms, guiding natural language workflow construction and building a reusable prompt library. Partner with product, engineering, sales, and customer success to translate client needs, test features, track value metrics, and deliver customer training.
Skills for this role
CPA licensePublic accountingAudit and assuranceTax complianceAdvisory and financial analysisNatural language promptingPrompt library developmentAI toolsCustomer discoveryWorkflow constructionProject managementCross-functional collaborationFeature testingTraining developmentValue realization metricsOn-site customer workshopsSales enablement